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Horizon Investment Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Horizon Investment Services’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-67,085
Closed -$3.05M – 118
2020
Q4 		$3.05M Sell
67,085
-253
-0.4% -$11.3K 1.86% 16
2020
Q3 		$2.96M Buy
67,338
+1,853
+3% +$81.4K 1.97% 14
2020
Q2 		$2.81M Buy
65,485
+5,592
+9% +$236K 1.96% 15
2020
Q1 		$2.45M Buy
59,893
+17,150
+40% +$768K 2.17% 14
2019
Q4 		$1.99M Buy
42,743
+9,566
+29% +$442K 1.31% 28
2019
Q3 		$1.54M Buy
33,177
+11,374
+52% +$528K 1.03% 35
2019
Q2 		$1.02M Buy
21,803
+1,735
+9% +$80.7K 0.69% 38
2019
Q1 		$937K Sell
20,068
-1,886
-9% -$87.1K 0.64% 40
2018
Q4 		$978K Buy
21,954
+12,619
+135% +$579K 0.77% 34
2018
Q3 		$440K Buy
9,335
+55
+0.6% +$2.58K 0.23% 70
2018
Q2 		$433K Buy
9,280
+110
+1% +$5.14K 0.22% 75
2018
Q1 		$429K Buy
9,170
+259
+3% +$12.2K 0.19% 77
2017
Q4 		$420K Buy
8,911
+1,188
+15% +$56.2K 0.17% 79
2017
Q3 		$369K Buy
7,723
+1,030
+15% +$49.1K 0.16% 79
2017
Q2 		$320K Buy
6,693
+11
+0.2% +$525 0.14% 82
2017
Q1 		$319K Buy
+6,682
New +$318K 0.14% 87
2016
Q3 		– Sell
-5,323
Closed -$247K – 115
2016
Q2 		$247K Sell
5,323
-4,400
-45% -$201K 0.12% 94
2016
Q1 		$438K Buy
+9,723
New +$429K 0.2% 72

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Horizon Investment Services's SHYG Position: Q1 2021 in Review

Horizon Investment Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 67,085 shares — an estimated $3.05M sold.

Horizon Investment Services first reported a position in SHYG in Q1 2016 and held it in 18 quarters. The position peaked at $3.05M in Q4 2020. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Horizon Investment Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Horizon Investment Services sold 67,085 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $3.05M.
  • Horizon Investment Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 18 quarters.
  • Horizon Investment Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.05M in Q4 2020.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Horizon Investment Services's 13F filing for Q1 2021, filed 14 May 2021.